Optimum Investment Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,260
| Closed | -$183K | – | 986 |
|
|
2019
Q2 | $183K | Sell |
3,260
-380
| -10% | -$21.3K | 0.06% | 280 |
|
|
2019
Q1 | $198K | Hold |
3,640
| – | – | 0.07% | 275 |
|
|
2018
Q4 | $187K | Hold |
3,640
| – | – | 0.06% | 266 |
|
|
2018
Q3 | $261K | Hold |
3,640
| – | – | 0.07% | 256 |
|
|
2018
Q2 | $253K | Hold |
3,640
| – | – | 0.07% | 263 |
|
|
2018
Q1 | $240K | Hold |
3,640
| – | – | 0.07% | 258 |
|
|
2017
Q4 | $263K | Sell |
3,640
-1,400
| -28% | -$101K | 0.08% | 252 |
|
|
2017
Q3 | $299K | Hold |
5,040
| – | – | 0.1% | 225 |
|
|
2017
Q2 | $326K | Buy |
5,040
+360
| +8% | +$23.3K | 0.11% | 203 |
|
|
2017
Q1 | $318K | Sell |
4,680
-1,150
| -20% | -$78.1K | 0.11% | 212 |
|
|
2016
Q4 | $374K | Sell |
5,830
-4,590
| -44% | -$294K | 0.14% | 190 |
|
|
2016
Q3 | $688K | Buy |
10,420
+680
| +7% | +$44.9K | 0.26% | 111 |
|
|
2016
Q2 | $753K | Sell |
9,740
-500
| -5% | -$38.7K | 0.29% | 104 |
|
|
2016
Q1 | $751K | Hold |
10,240
| – | – | 0.3% | 104 |
|
|
2015
Q4 | $714K | Sell |
10,240
-740
| -7% | -$51.6K | 0.28% | 110 |
|
|
2015
Q3 | $794K | Buy |
+10,980
| New | +$794K | 0.32% | 95 |
|
|
2015
Q1 | $892K | Sell |
10,980
-1,550
| -12% | -$126K | 0.28% | 96 |
|
|
2014
Q4 | $949K | Buy |
12,530
+750
| +6% | +$56.8K | 0.3% | 88 |
|
|
2014
Q3 | $862K | Hold |
11,780
| – | – | 0.29% | 94 |
|
|
2014
Q2 | $852K | Sell |
11,780
-200
| -2% | -$14.5K | 0.28% | 100 |
|
|
2014
Q1 | $825K | Sell |
11,980
-300
| -2% | -$20.7K | 0.31% | 92 |
|
|
2013
Q4 | $778K | Sell |
12,280
-1,030
| -8% | -$65.3K | 0.29% | 98 |
|
|
2013
Q3 | $757K | Buy |
+13,310
| New | +$757K | 0.31% | 89 |
|